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Victorian financial advisers impacted by the COVID-19 lockdowns can rely on a “no action” position on the part of the Australian Securities and Investments Commission wit...

Financial planning • 21 September 2020

Peter Green has been appointed sector manager for Australian equities and will be responsible for leading Lonsec’s coverage of Australian equity managed fund products. ...

People & Products • 22 September 2020

Thousands of UK expats in Europe could have their bank accounts closed if Brexit plans go ahead as banks would be unable to service customers living in the European Union...

Financial planning • 22 September 2020

The majority of asset managers are unprepared to comply with the Uncleared Margin Rules aimed to reform the over-the-counter derivatives market after the global financial...

Funds management • 22 September 2020

Fitch Ratings has maintained its negative outlook on the ratings of Australia’s four largest banks: ANZ Group, Commonwealth Bank of Australia, NAB and Westpac. ...

Financial planning • 22 September 2020

AMP MyNorth’s managed portfolios have exceeded $1 billion in funds under management, while clients’ allocations remained steady through COVID-19....

Funds management • 22 September 2020

Despite tech stocks leading the US markets this year, Pengana has now completely exited large-cap technology companies in its International fund....

Funds management • 22 September 2020

Arrow will have use of Nucleus’ digital advice platform Nucleus Wealth Fusion, a robo-advice platform with active management and environmental, social and governance filt...

People & Products • 22 September 2020

The Australian Securities and Investments Commission has kicked off the first phase of its review of the Life Insurance Framework with the issuing of Section 33 notices t...

Life/Risk • 22 September 2020

Lifespan Financial Planning has launched 30 model portfolios on the BT Panorama platform....

Financial planning • 22 September 2020

Jonathon Ross has been promoted to head of intermediary Australia and New Zealand, to lead the firm’s continued growth in the intermediary channel....

People & Products • 22 September 2020

Thirteen responsible entities have moved to change or adjust the labelling of their funds following a review by the Australian Securities and Investments Commission....

Funds management • 22 September 2020

Cathy Doyle will be the new chair of the superannuation and wealth management recruitment firm. ...

People & Products • 23 September 2020

The corporate regulator has released its report on market practices in debt capital markets and outlined its expectations for Australian financial service licensees. ...

Policy & Regulation • 23 September 2020

First Sentier Investors has announced the completion of its rebrand from First State Investments to First Sentier Investors in all markets ex Australia. ...

People & Products • 23 September 2020

People curious about the future of environmental, social and governance investment should look at Europe to see how it will be in a decade. ...

Funds management • 23 September 2020

The Association of Financial Advisers has welcomed ASIC’s no-action position for fee disclosure statement and opt-in obligations for Victoria’s located advice businesses....

Financial planning • 23 September 2020

The Government has handed the Australian Law Reform Commission the terms of reference which will underpin a major review and possible rewrite of Australia’s financial ser...

Policy & Regulation • 23 September 2020

China funds have seen renewed interest with increased flows after a drop-off during March’s market crash....

Funds management • 23 September 2020

With five significant superannuation fund mergers already on foot and eight others known to be in the early stages, the Australian superannuation industry faces further c...

Superannuation • 23 September 2020
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MARKET INSIGHTS

So we are now underwriting criminal scams?...

3 months 1 week ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

3 months 2 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

5 months 2 weeks ago

A former Victorian financial adviser has been sentenced after stealing $4.4 million from clients, family and friends to feed his “raging gambling addiction”....

4 weeks 1 day ago

A financial advice firm has been penalised $11 million in the Federal Court for providing ‘cookie cutter advice’ to its clients and breaching conflicted remuneration rule...

3 weeks ago

Prime Minister Anthony Albanese has confirmed who will succeed Stephen Jones to serve as the Assistant Treasurer and Financial Services Minister. ...

3 days 21 hours ago